49 Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

49 Wealth Management’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,068	Closed	-$204K	–	224
2025 Q4	$204K	Buy	+1,068	New	+$203K	0.02%	184
2024 Q4	–	Sell	-2,705	Closed	-$485K	–	188
2024 Q3	$485K	Sell	2,705 -110	-4%	-$18.8K	0.08%	84
2024 Q2	$459K	Buy	2,815 +215	+8%	+$35.4K	0.09%	87
2024 Q1	$438K	Buy	2,600 +669	+35%	+$107K	0.09%	62
2023 Q4	$305K	Buy	+1,931	New	+$281K	0.08%	80

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

49 Wealth Management's RSP Position: Q1 2026 in Review

49 Wealth Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026, closing a stake of 1,068 shares — an estimated $204K sold.

49 Wealth Management first reported a position in RSP in Q4 2023 and held it in 5 quarters. The position peaked at $485K in Q3 2024. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

49 Wealth Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
49 Wealth Management sold 1,068 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $204K.
49 Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and held it in 5 quarters.
49 Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $485K in Q3 2024.
2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.